What makes WaterStreet™ different from other firms?

WaterStreet™ is different than most firms in that we are not strictly an investment advisory firm, nor are we strictly a wealth advisory firm (for an explanation of the differences, see our white paper The Wealth Advisory Spectrum). We are a Multi Family Office™ advisory firm that provides a multi-disciplined, objective, and values-based approach to the management of a family's wealth. Specifically, we're different in that:

• We have all core disciplines in-house, to ensure effective and integrated planning and execution;
• We offer objective advice and alignment of interests with families; we don't sell products and have structured our fees so that we have no bias in favour of recommending liquid investment assets over other asset types (such as real estate or private equity);
• We deal exclusively with families of significant affluence, and so we understand your issues and concerns;
• We provide families with access to unique investment solutions designed to add significant value or "alpha";
• We offer "active tax management" around portfolios that we believe is second to none, even worldwide;
• We have a unique discovery process that ensures the planning undertaken is values-based and goal-driven;
• We have significant experience in financial education, providing subsequent generations with a solid grounding to take over ownership of your family's wealth.
• We are equipped to work with your family to establish a Single Family Office as the level of your wealth grows and warrants such an office.